First Merchants Corp.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), First Merchants Corp. reported 370 stock positions worth $2.7 billion. Its top holding was FMPW Inst Money at 7.5% of the portfolio, followed by Vanguard 500 Index-Adm (VFIAX, 4.9%) and Fed Herm TTL RTRN BND-R6 (FTRLX, 3.3%). Compared with Q2 2025, it opened 13 new positions, sold out of 11, added to 49 and reduced 216. The biggest buy was a new position in Vanguard Russell 1000 Value (VONV) and the biggest sale FMPW Inst Money (shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- Muncie, IN
- CIK
- 0000712534
- Portfolio Value
- $2.7B (Q3 2025)
- SEC Filing
- 0000712534-25-000189 ↗ filed Oct 22, 2025
Holdings Value
Holdings 370 stocks · $2.7B
| FMPW INST MONEY | 7.51% | 199,229,570 | $199.2M | Reduce -10.7% |
| VFIAX Vanguard 500 Index-Adm | 4.93% | 211,947 | $130.8M | Add +1.0% |
| FTRLX Fed Herm TTL RTRN BND-R6 filed as FED TTL RET BD CL R6 | 3.31% | 9,156,884 | $87.6M | Add +4.2% |
| SRBRX Federated SHRT-Intrm TTL-R6 filed as FED SH INTRM TTL BD | 3.27% | 8,503,167 | $86.8M | Add +10.0% |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | 2.43% | 177,022 | $64.4M | Add +2.9% |
| BSV Vanguard Short-Term Bond ETF | 2.32% | 778,509 | $61.4M | Add +3.9% |
| AVGO Broadcom Inc. | 2.05% | 164,617 | $54.3M | Reduce -6.1% |
| MSFT Microsoft Corp. | 2.00% | 102,568 | $53.1M | Reduce -2.8% |
| AAPL Apple Inc. | 1.99% | 206,737 | $52.6M | Reduce -3.7% |
| GOOGL Alphabet Inc. Class A | 1.77% | 193,264 | $47.0M | Reduce -2.5% |
| SFNNX Schwab Fndmnl Intl LRG Comp | 1.66% | 3,252,027 | $43.9M | Add +5.6% |
| FCNTX Fidelity Contrafund | 1.48% | 1,582,495 | $39.2M | Reduce -3.5% |
| LLY Eli Lilly & Co. | 1.46% | 50,675 | $38.7M | Add +1.1% |
| VEIRX Vanguard Equity Income-Adm | 1.44% | 390,540 | $38.3M | Reduce -0.6% |
| IYW iShares Ustechnology ETF | 1.27% | 171,885 | $33.7M | Reduce -5.5% |
| VOO Vanguard S&P 500 ETF | 1.25% | 54,089 | $33.1M | Add +22.2% |
| AGG iShares Core U.S. Aggregate | 1.24% | 329,165 | $33.0M | Reduce -0.8% |
| IVW iShares S&P 500 Growth ETF | 1.21% | 266,104 | $32.1M | Add +0.6% |
| NUSFX Northern Ultra-SHRT Fix Inc. filed as NORTH ULT-SH FIX INC | 1.18% | 3,017,054 | $31.2M | Reduce -1.7% |
| NVDA Nvidia Corp. | 1.12% | 159,270 | $29.7M | Reduce -6.8% |
| VBIRX Vanguard S/T BND Indx-Adm | 1.08% | 2,773,869 | $28.6M | Reduce -0.4% |
| APH Amphenol Corp. Class A | 1.06% | 227,927 | $28.2M | Reduce -12.0% |
| AMZN Amazon.com Inc. | 1.06% | 127,825 | $28.1M | Reduce -0.0% |
| VGT Vanguard Info Tech ETF | 1.05% | 37,332 | $27.9M | Reduce -3.3% |
| IJR iShares Core S&P Small-Cap E | 1.00% | 223,575 | $26.6M | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 0.97% | 81,273 | $25.6M | Reduce -4.5% |
| JMGRX Janus Hndrsn Enterprise-I filed as JANUS ENTERPRISE | 0.96% | 169,203 | $25.5M | Add +8.6% |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm | 0.96% | 209,291 | $25.5M | Reduce -4.3% |
| VWILX Vanguard Intl Growth-Adm | 0.85% | 184,014 | $22.7M | Add +7.7% |
| BIV Vanguard Intermediate-Term B | 0.85% | 289,280 | $22.6M | Add +3.3% |
| V Visa Inc. Class A | 0.79% | 61,137 | $20.9M | Reduce -2.8% |
| SYK Stryker Corp. | 0.78% | 56,054 | $20.7M | Reduce -2.8% |
| MVCKX MFS Mid Cap Value Fund-R5 | 0.78% | 617,740 | $20.7M | Add +12.8% |
| FRME First Merchants Corp. | 0.77% | 539,754 | $20.3M | Add +0.0% |
| VIGAX VNGD Mrngst Grwth Idx FD-Adm | 0.71% | 76,197 | $18.8M | Reduce -1.3% |
| LRCX Lam Research Corp. | 0.70% | 139,324 | $18.7M | Reduce -11.4% |
| WMT Walmart Inc. | 0.68% | 174,806 | $18.0M | Reduce -1.3% |
| IVE iShares S&P 500 Value ETF | 0.67% | 85,852 | $17.7M | Reduce -19.0% |
| WCMIX WCM Focused Intl Growth-Inst | 0.66% | 635,450 | $17.5M | Reduce -2.6% |
| PZIEX Pzena Emerg MKTS Val-Inst | 0.66% | 1,148,420 | $17.4M | Add +23.5% |
| VBTLX Vanguard TTL BD MKT Idx-Adm | 0.61% | 1,645,953 | $16.1M | Reduce -0.2% |
| MFAIX Msif International Adv-I filed as MORGAN STANLEY INTL | 0.60% | 580,946 | $16.0M | Add +7.3% |
| VWIUX Vanguard I/T Tax Exmpt-Adm | 0.60% | 1,158,486 | $15.9M | Add +4.5% |
| LOW Lowe's Cos Inc. | 0.60% | 63,058 | $15.8M | Reduce -3.5% |
| COST Costco Wholesale Corp. | 0.59% | 16,779 | $15.5M | Reduce -0.7% |
| AVUV Avantis US Small Cap Value | 0.58% | 155,352 | $15.5M | Add +13.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.57% | 104,491 | $15.1M | Reduce -1.2% |
| DODIX Dodge & Cox Income-I | 0.55% | 1,146,093 | $14.7M | Reduce -5.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.54% | 163,487 | $14.3M | Add +3.7% |
| META Meta Platforms Inc. Class A | 0.53% | 18,960 | $13.9M | Add +2.1% |
| GRANT COUNTY STATE | 0.52% | 13,030 | $13.8M | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.52% | 105,963 | $13.7M | Reduce -8.1% |
| GSY Invesco Ultra Short Duration | 0.51% | 271,782 | $13.7M | Reduce -3.2% |
| VFSUX Vanguard S/T Invest GRD-Adm | 0.51% | 1,285,245 | $13.5M | Reduce -10.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.50% | 138,572 | $13.3M | Reduce -3.0% |
| ADP Automatic Data Processing | 0.50% | 44,953 | $13.2M | Reduce -3.6% |
| BLK BlackRock Inc. | 0.49% | 11,121 | $13.0M | Reduce -4.8% |
| ABBV Abbvie Inc. | 0.49% | 55,992 | $13.0M | Reduce -2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 18,550 | $12.4M | Reduce -4.0% |
| WCMEX WCM Focus Emrg MRKT-Inst | 0.46% | 630,980 | $12.2M | Add +13.4% |
| CB Chubb Ltd. | 0.46% | 43,146 | $12.2M | Reduce -2.2% |
| JNJ Johnson & Johnson | 0.45% | 64,178 | $11.9M | Reduce -1.9% |
| SCHW Schwab (charles) Corp. | 0.43% | 118,761 | $11.3M | Reduce -3.8% |
| ORLY O'reilly Automotive Inc. | 0.42% | 102,601 | $11.1M | Reduce -0.3% |
| VVIAX VNGD Mrgstr Value Idx FD-Adm | 0.42% | 151,398 | $11.0M | Reduce -2.5% |
| HON Honeywell International Inc. | 0.40% | 50,888 | $10.7M | Reduce -3.1% |
| ACN Accenture PLC Class A | 0.39% | 41,910 | $10.3M | Reduce -5.3% |
| HD Home Depot Inc. | 0.38% | 24,997 | $10.1M | Reduce -5.5% |
| NOMIX Northern Mid Cap Index | 0.37% | 450,852 | $9.9M | Reduce -6.5% |
| IWP iShares Russell Mid-Cap Grow | 0.37% | 69,012 | $9.8M | Add +2.2% |
| FRANKLIN ELECTRIC | 0.36% | 100,000 | $9.5M | Reduce -60.2% |
| MDY State Street SPDR S&P Midcap | 0.35% | 15,694 | $9.4M | Reduce -2.4% |
| PG The Procter & Gamble Co. | 0.35% | 60,633 | $9.3M | Reduce -3.2% |
| XLK SS Technology Select Sector | 0.34% | 32,410 | $9.1M | Reduce -3.2% |
| LIN Linde PLC | 0.34% | 18,977 | $9.0M | Reduce -1.5% |
| XLV SS Health Care Select Sector | 0.33% | 62,615 | $8.7M | Reduce -5.0% |
| BRO Brown & Brown Inc. | 0.33% | 91,904 | $8.6M | Add +0.9% |
| NOW ServiceNow Inc. | 0.31% | 8,929 | $8.2M | Reduce -21.6% |
| VMLUX Vanguard Ltd. TRM T/E-Adm | 0.30% | 728,443 | $8.0M | Reduce -1.4% |
| VONV Vanguard Russell 1000 Value | 0.29% | 87,500 | $7.8M | New |
| FTNT Fortinet Inc. | 0.29% | 92,925 | $7.8M | Add +1.4% |
| PDGIX T Rowe PR Dividend Grow-I | 0.29% | 90,865 | $7.8M | Reduce -14.5% |
| FGTXX Gldmn SCHS Fin SQ GV-FST filed as GS FIN SQ GOVT | 0.29% | 7,648,904 | $7.6M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 15,023 | $7.6M | Reduce -4.6% |
| MCD McDonald's Corp. | 0.28% | 24,408 | $7.4M | Add +1.3% |
| VHYAX Vanguard Hi DVD YLD Indx-Adm | 0.28% | 173,718 | $7.4M | Reduce -2.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.28% | 95,891 | $7.4M | Reduce -1.8% |
| PEP Pepsico Inc. | 0.28% | 52,244 | $7.3M | Reduce -4.6% |
| BAESY Bae Systems PLC -Spon ADR | 0.27% | 65,230 | $7.2M | Add +4.8% |
| TXN Texas Instruments Inc. | 0.27% | 38,371 | $7.0M | Reduce -0.5% |
| NEE Nextera Energy Inc. | 0.26% | 92,601 | $7.0M | Reduce -3.8% |
| DHR Danaher Corp. | 0.26% | 34,880 | $6.9M | Reduce -7.0% |
| SCHD Schwab US DVD Equity ETF | 0.26% | 251,042 | $6.9M | Reduce -21.8% |
| XLY SS Consumer Disc Select Sect | 0.26% | 28,477 | $6.8M | Reduce -9.0% |
| SPGI S&P Global Inc. | 0.25% | 13,881 | $6.8M | Add +0.6% |
| IWR iShares Russell Mid-Cap ETF | 0.25% | 68,902 | $6.7M | Reduce -5.1% |
| RTX RTX Corp. | 0.25% | 39,681 | $6.6M | Reduce -3.1% |
| EOG EOG Resources Inc. | 0.25% | 59,161 | $6.6M | Reduce -2.3% |
| VITAX Vanguard Inf Tech Idx-Adm | 0.25% | 17,098 | $6.5M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.24% | 57,308 | $6.5M | Reduce -1.2% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $1.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| MORGAN STANLEY 4.431 1/23/30 | Fixed Income · principal | 590,000 | $593K | Reduce -5.6% |
| INGERSOLL RAND 5.314 6/15/31 | Fixed Income · principal | 475,000 | $497K | Reduce -5.0% |
| MORGAN STANLEY BANK 4.800 DUE | Fixed Income · principal | 75,000 | $76K | No change |
Total filed on the 13F, all lines: $2.7B.
Portfolio Sells Q2 2025 → Q3 2025
| FMPW INST MONEY | Reduce -10.7% | 7.51% | −1.12 |
| FRANKLIN ELECTRIC | Reduce -60.2% | 0.36% | −0.51 |
| GVI iShares Intermediate Governm | Reduce -65.7% | 0.11% | −0.21 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.18 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.15 |
| NOW ServiceNow Inc. | Reduce -21.6% | 0.31% | −0.14 |
| IVE iShares S&P 500 Value ETF | Reduce -19.0% | 0.67% | −0.13 |
| ACN Accenture PLC Class A | Reduce -5.3% | 0.39% | −0.12 |
| SYK Stryker Corp. | Reduce -2.8% | 0.78% | −0.10 |
| V Visa Inc. Class A | Reduce -2.8% | 0.79% | −0.08 |
| ADBE Adobe Inc. | Reduce -27.6% | 0.13% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Reduce -21.8% | 0.26% | −0.07 |
| VFSUX Vanguard S/T Invest GRD-Adm | Reduce -10.3% | 0.51% | −0.07 |
| HON Honeywell International Inc. | Reduce -3.1% | 0.40% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -0.7% | 0.59% | −0.06 |
| ADP Automatic Data Processing | Reduce -3.6% | 0.50% | −0.06 |
| NUSFX Northern Ultra-SHRT Fix Inc. | Reduce -1.7% | 1.18% | −0.05 |
| PDGIX T Rowe PR Dividend Grow-I | Reduce -14.5% | 0.29% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -4.3% | 0.21% | −0.04 |
| TXN Texas Instruments Inc. | Reduce -0.5% | 0.27% | −0.04 |
| VSGDX VNGD SHT-TM Govt Sec Act-Adm | Reduce -29.6% | 0.09% | −0.04 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.04 |
| DODIX Dodge & Cox Income-I | Reduce -5.0% | 0.55% | −0.04 |
| CB Chubb Ltd. | Reduce -2.2% | 0.46% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -3.2% | 0.35% | −0.03 |
| ABT Abbott Laboratories | Reduce -9.1% | 0.23% | −0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -8.1% | 0.52% | −0.03 |
| EOG EOG Resources Inc. | Reduce -2.3% | 0.25% | −0.03 |
| GSY Invesco Ultra Short Duration | Reduce -3.2% | 0.51% | −0.03 |
| WCMIX WCM Focused Intl Growth-Inst | Reduce -2.6% | 0.66% | −0.03 |
| AMP Ameriprise Financial Inc. | Reduce -2.1% | 0.22% | −0.03 |
| VBIRX Vanguard S/T BND Indx-Adm | Reduce -0.4% | 1.08% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -0.8% | 1.24% | −0.03 |
| CRM Salesforce Inc. | Reduce -69.4% | 0.01% | −0.03 |
| XLP SS Consumer Staples Sel Sect | Reduce -5.7% | 0.24% | −0.03 |
| MSFT Microsoft Corp. | Reduce -2.8% | 2.00% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -0.0% | 1.06% | −0.03 |
| DHR Danaher Corp. | Reduce -7.0% | 0.26% | −0.03 |
| AMAT Applied Materials Inc. | Reduce -63.7% | 0.01% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -7.4% | 0.18% | −0.02 |
| XLF SS Financial Select Sector | Reduce -9.3% | 0.21% | −0.02 |
| CFR Cullen/Frost Bankers Inc. | Reduce -5.8% | 0.19% | −0.02 |
| VFIDX Vanguard I/T Invest GRD-Adm | Reduce -6.4% | 0.21% | −0.02 |
| ROP Roper Technologies Inc. | Reduce -25.1% | 0.03% | −0.02 |
| XLB SS Materials Select Sector | Reduce -7.8% | 0.18% | −0.02 |
| ALC Alcon Inc. | Reduce -17.2% | 0.03% | −0.02 |
| SCHY Schwab International DVD ETF | Reduce -14.5% | 0.09% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -5.0% | 0.33% | −0.02 |
| NOMIX Northern Mid Cap Index | Reduce -6.5% | 0.37% | −0.01 |
| DE Deere & Co. | Reduce -4.6% | 0.07% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| VONV Vanguard Russell 1000 Value | New | 0.29% | +0.29 |
| VFIAX Vanguard 500 Index-Adm | Add +1.0% | 4.93% | +0.28 |
| VOO Vanguard S&P 500 ETF | Add +22.2% | 1.25% | +0.28 |
| SRBRX Federated SHRT-Intrm TTL-R6 | Add +10.0% | 3.27% | +0.23 |
| SNPS Synopsys Inc. | New | 0.19% | +0.19 |
| PZIEX Pzena Emerg MKTS Val-Inst | Add +23.5% | 0.66% | +0.16 |
| SFNNX Schwab Fndmnl Intl LRG Comp | Add +5.6% | 1.66% | +0.16 |
| TSM Taiwan Semiconductor-SP ADR | Add +1042.6% | 0.16% | +0.14 |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | Add +2.9% | 2.43% | +0.12 |
| SAP Sap SE-Sponsored ADR | New | 0.11% | +0.11 |
| MVCKX MFS Mid Cap Value Fund-R5 | Add +12.8% | 0.78% | +0.10 |
| AVUV Avantis US Small Cap Value | Add +13.1% | 0.58% | +0.10 |
| IVW iShares S&P 500 Growth ETF | Add +0.6% | 1.21% | +0.08 |
| WCMEX WCM Focus Emrg MRKT-Inst | Add +13.4% | 0.46% | +0.08 |
| VWILX Vanguard Intl Growth-Adm | Add +7.7% | 0.85% | +0.08 |
| JMGRX Janus Hndrsn Enterprise-I | Add +8.6% | 0.96% | +0.08 |
| FTRLX Fed Herm TTL RTRN BND-R6 | Add +4.2% | 3.31% | +0.07 |
| RETSX Russell Tax-MGD US L/C-S | New | 0.05% | +0.05 |
| TQQQ Proshares Ultrapro QQQ | New | 0.04% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +3.9% | 2.32% | +0.03 |
| FUMBX Fidelty SHRT TRM TRSR BD | Add +60.8% | 0.08% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.7% | 0.54% | +0.03 |
| BAESY Bae Systems PLC -Spon ADR | Add +4.8% | 0.27% | +0.02 |
| VWIUX Vanguard I/T Tax Exmpt-Adm | Add +4.5% | 0.60% | +0.02 |
| FMAGX Fidelity Magellan Fund | New | 0.02% | +0.02 |
| FUAMX Fidelty Intrm Trsry BND Indx | Add +22.7% | 0.12% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +1.6% | 0.21% | +0.02 |
| MFAIX Msif International Adv-I | Add +7.3% | 0.60% | +0.01 |
| BIV Vanguard Intermediate-Term B | Add +3.3% | 0.85% | +0.01 |
| IWS iShares Russell Mid-Cap Valu | Add +2.7% | 0.20% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +54.1% | 0.03% | +0.01 |
| DUK Duke Energy Corp. | New | 0.01% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | New | 0.01% | +0.01 |
| IWP iShares Russell Mid-Cap Grow | Add +2.2% | 0.37% | +0.01 |
| FMHTX Fidelity Mi Muni Inc. | New | 0.01% | +0.01 |
| GPC Genuine Parts Co. | New | 0.01% | +0.01 |
| GE General Electric | New | 0.01% | +0.01 |
| ITOT iShares Core S&P Total U.S. | New | 0.01% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +11.0% | 0.05% | +0.01 |
| MCD McDonald's Corp. | Add +1.3% | 0.28% | +0.01 |
| AME Ametek Inc. | Add +2.1% | 0.22% | +0.01 |
| CEG Constellation Energy | Add +3.3% | 0.21% | +0.01 |
| F Ford Motor Co. | Add +46.5% | 0.01% | +0.00 |
| VWSUX Vangrd Ultra SH TM TX Ex-Adm | Add +4.5% | 0.11% | +0.00 |
| KAUFX Federated Herm Kaufmann-R | New | 0.00% | +0.00 |
| VTIAX Vanguard TTL Int St Idx-Adm | Add +4.9% | 0.03% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +10.4% | 0.01% | +0.00 |
| PXINX Impax Intl Sustain Econ-Inv | Add +6.6% | 0.01% | +0.00 |
| FMB CK A/C #1484931 | Add +28.2% | 0.00% | +0.00 |
| MFEIX MFS Growth Fund-I | Add +0.7% | 0.02% | +0.00 |
Notes & Other Activity Q2 2025 → Q3 2025
| MORGAN STANLEY 4.431 1/23/30 | Fixed Income · principal | Reduce -5.6% | 590,000 | $593K |
| INGERSOLL RAND 5.314 6/15/31 | Fixed Income · principal | Reduce -5.0% | 475,000 | $497K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 358 | $2.8B | FMPW INST MONEY, VFIAX, SRBRX, FTRLX, VIMAX |
| Q1 2026 | 356 | $2.6B | FMPW INST MONEY, VFIAX, SRBRX, FTRLX, BSV |
| Q4 2025 | 367 | $2.7B | FMPW INST MONEY, VFIAX, FTRLX, SRBRX, VIMAX |
| Q3 2025 | 370 | $2.7B | FMPW INST MONEY, VFIAX, FTRLX, SRBRX, VIMAX |
| Q2 2025 | 368 | $2.6B | FMPW INST MONEY, VFIAX, FTRLX, SRBRX, VIMAX |
| Q1 2025 | 374 | $2.5B | FMPW INST MONEY, VFIAX, FTRLX, SRBRX, BSV |
| Q4 2024 | 398 | $2.6B | FMPW INST MONEY, VFIAX, FTRLX, SRBRX, AGG |
| Q3 2024 | 396 | $2.6B | FMPW INST MONEY, VFIAX, SRBRX, FTRLX, AGG |
| Q2 2024 | 372 | $2.5B | FMPW INST MONEY, VFIAX, SRBRX, FTRLX, AGG |
| Q1 2024 | 215 | $1.3B | AGG, MSFT, AAPL, LLY, IJR |